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"improving quality and increasing efficiency and re-return" is becoming a "must-answer question" for listed companies, and the three lists of "improving quality and increasing efficiency" have been newly released.
With the introduction of the new "National Nine articles", the framework of the new round of capital market policy system has become increasingly clear, focusing on strengthening supervision, preventing risks, and solving the problem of high-quality development. Compared with the previous two "National Nine articles", the core of this opinion is to adhere to the "investor-oriented" development concept.
Listed companies are the main body of the value creation of the capital market. It is a "must-answer" for listed companies to enhance their own investment value and promote the stable and healthy development of the capital market. In order to boost investors' confidence, improve their ability of sustainable development, and sincerely repay investors, the Shenzhen Stock Exchange launched a special campaign of "double improvement of quality and return" in early February 2024, and in March, the Shanghai Stock Exchange launched the initiative of "improving quality, efficiency and return".
Accordingly, the Securities Times data Bao launched three rankings of "improving quality and increasing efficiency" repurchase, net increase of holdings and dividend amount.
The stock price boosting effect of the special action plan is remarkable.
Databao rough statistics found that since the launch of the action plans of "double improvement of quality and return" and "improving quality, efficiency and return" (hereinafter referred to as "special action plan"), listed companies have responded positively. Many companies have issued special action plan announcements at the same time or in advance, using tools such as buybacks, holdings, and dividends to actively implement special actions.
As of April 30, 839 companies in the A-share market had issued special action plan announcements, including 650 in Shanghai and 189 in Shenzhen. From the perspective of industry distribution, the number of companies in the electronics, pharmaceutical, biological, machinery and equipment industries is more than 90; from the attribute distribution, private enterprises account for more than 60%, followed by local state-owned enterprises, accounting for more than 10%.
From the perspective of market performance, the share prices of the above-mentioned companies rose by an average of more than 6% on the 5th day after the release of the special action plan, while the CSI 300 index rose less than 3% in the same period. 15 days after the release of the action plan, the average stock price rose nearly 9%. The CSI 300 index rose about 4% over the same period. Ruineng Technology, Onstand Education and Fuxin Technology all issued special action plan announcements for the first time on February 8, and the three companies rose more than 50% in the following 5 days, and the short-term effect of the action plan on share prices is obvious.
The number of buyback companies hit a record high
Nine companies buy back for the first time this year
In terms of buyback, the company launched a special action plan to actively open a "protective disk" buyback. Among the 839 companies mentioned above, in only four months (as of April 30, the same below), 426 companies have completed repurchase of more than 30 billion yuan this year, the repurchase amount is about to reach the 2022 level, and the number of companies participating in the repurchase has reached a new high.
From the perspective of the repurchase plan, the amount of the repurchase plan for the above 839 companies in 2024 is close to 52 billion yuan, accounting for more than 40% of the total A-share plan, and the amount and proportion of the repurchase plan have reached an all-time high. If repurchased according to the planned amount, the repurchase amount of the company that launched the special action plan in 2024 is expected to exceed 2023, another record high.
According to the completed repurchase amount, Datbao released the list of "improving quality and increasing efficiency". Among the top 50 companies on the list, the repurchase amount in 2024 is more than 1.AmericanrouletteliveThe repurchase amount of the top 15 companies exceeded 250 million yuan.
Photoelectric faucet San'an Optoelectronics, "Lithium King" Ningde era, semiconductor splitter leader Weir share repurchase amount ranked among the top three on the list, with repurchase amounts exceeding 1 billion yuan since 2024. San'an Optoelectronics topped the list with a repurchase amount of 1.567 billion yuan, with the company accumulating more than 700 million yuan in the past five years (2019 to 2023). On February 3, the company released the action plan and launched the buyback plan at the same time. Ningde Times ranked second, with a buyback of 1.132 billion yuan this year, exceeding the total repurchase amount of 856 million yuan in the past five years, and the net profit in 2023 increased by more than 40% compared with the same period last year. Weir's share buyback is 1 billion yuan, and the company has repurchased 1.435 billion yuan in the past five years.
Among the top 50 companies on the list, Ningde Times, Baosteel, Kailiying and Xingwangda have continued to carry out buybacks since 2019, while nine companies, including Hesheng Silicon Industry, Crystal Integration and Juhe Materials, have been repurchased for the first time since 2019.
The amount of net increase is positive for the first time.
He Mai shares increased for the first time this year.
In terms of increasing or reducing the holdings of important shareholders, calculated on the basis of the change deadline, the company is obviously willing to increase its holdings by launching a special action plan. Since 2024, among the above-mentioned 839 companies, the number of net increased holdings has reached 155, with a net increase of 2.916 billion yuan, showing a net increase for the first time since 2019. Since the beginning of this year, the company has launched a special action plan, and the maximum amount of the proposed increase in holdings is more than 7.8 billion yuan.
Data Bao released the ranking of "improving quality and increasing efficiency" according to the net increase amount. Among the top 50 companies on the list, the net increase amount in 2024 exceeded 14 million yuan, and 19 companies increased their net holdings by more than 50 million yuan.
Oriental Sheng Hong, Haikang Weishi and Rongsheng Petrochemical ranked among the top three in terms of net increase, with a net increase of more than 500 million yuan. Dongfang Shenghong topped the list, with a net increase of 1.988 billion yuan in 2024, a total net increase of 2.918 billion yuan from 2019 to 2023, and a 17.35% year-on-year increase in net profit in 2023. Haikangwei ranked second, with a net increase of 604 million yuan in 2024 and a total net reduction of more than 15 billion yuan from 2019 to 2023. In addition, Chinalco, Kangenbei, Luzhou laojiao and other nine companies have all increased their net holdings by more than 100 million yuan.
Laureate Power and XinHecheng, which ranked 6th and 20th on the list, have accumulated a relatively high net increase in holdings in the past five years, both exceeding 1.5 billion yuan.
Generously "hand out money"
The dividends of five companies exceeded 10 billion yuan in 2023.
Dividend is an important source of returns in the stock market. Under the guidance of the policy, listed companies have been actively "giving money" to investors since the beginning of this year. According to the date of de-entitlement and dividend (2023 is the announced data, excluding special dividends for the time being), the company launched a special action plan to significantly increase the amount and proportion of cash dividends in 2023.
According to Databao, the total cash dividends of the above-mentioned 839 companies exceeded 400 billion yuan in 2023, with an average cash dividend ratio of more than 45%, both of which reached a new high in the past five years.
Based on the amount of cash dividends announced in 2023, Databao released the ranking of "improving quality and increasing efficiency". The top 50 companies in the list all paid more than 1.7 billion yuan in 2023, and 15 companies paid more than 5 billion yuan.
宁德时代、五粮液、平安银行等5家公司2023年分红金额超过百亿元。宁德时代位居榜首，2023年分红金额首次突破200亿元，高达220.6亿元，现金分红比例大幅提升至50%；五粮液位居次位，2023年分红181.27亿元，现金分红比例高达60%；平安银行位居第3位，分红金额接近140亿元，现金分红比例30.04%。
上述3家公司2023年现金分红比例创过去5年新高。值得一提的是，在这份榜单中，有一半公司2023年现金分红比例创过去5年新高，除了上述3家公司外，还有迈瑞医疗、海康威视等公司。
6家分红比例超30%的公司
未来将大额回购、增持
除上述已完成回购、增持的公司外，还有不少推出专项行动方案的公司未来将大手笔回购、增持、分红。据数据宝统计，2024年以来，以市值管理、实施股权激励、员工持股计划为目的发布回购预案，回购金额上限超过1000万元，拟增持（首次公告日统计）金额超1000万元，2023年现金分红比例超10%的公司仅有8家。
通威股份、三维股份、东材科技回购金额上限超过1亿元，其中通威股份回购金额上限高达40亿元，重要股东拟增持20亿元；三维股份回购金额上限达4亿元，拟增持2亿元。
上述8家公司中，除通威股份、三维股份的回购处于“董事会预案”阶段，其余6家公司正在实施中。除道森股份、芯源微外，其余6家公司2023年现金分红比例均超过30%，红豆股份、味知香超过70%。
声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。